Tally Solutions & Case Studies

Tally - TallyPrime and TallyPrime Server

About Our Tally Work

TallyPrime is India’s one of the popular accounting software — powering invoicing, accounting, GST compliance, inventory, and analytics for businesses of every size. At PrecisionTech, our Tally expertise goes far beyond setup and support. We specialize in end-to-end Tally integrations and automation — connecting Tally with SMS, Browser Applications, Progressive Web Apps (PWAs), Native Mobile Apps, WhatsApp, Email, Excel, and a wide range of third-party CRMs, ERPs, and portals. Whether you want to push data from mobile to Tally or fetch reports, invoices, and dashboards back to your phone or web app, we build secure two-way bridges that make your accounting system smarter and fully connected. Our Tally integration solutions simplify business processes, eliminate manual entries, and ensure seamless data flow between departments — improving accuracy, speed, and overall efficiency. Wherever technically possible, we help bring your Tally online, automate repetitive tasks, and make your financial data work harder for you. Tally doesn’t have to stay on one computer anymore — we make it talk to everything. At PrecisionTech, we specialize in two-way Tally integration, enabling data to move to and from Tally seamlessly — whether it’s from SMS, Browser Applications, Progressive Web Apps (PWAs), Native Mobile Apps, WhatsApp, Email, or APIs of third-party systems such as CRMs, ERPs, or Portals. You can push entries into Tally from your phone, web form, or another app — and pull invoices, ledgers, or reports back instantly, all in real time. We also support data exchange in multiple formats including Excel, CSV, JSON, XML, and database connectors, so your Tally data can integrate effortlessly with any platform. From simple automations to full-scale workflow bridges, our goal is to make your Tally ecosystem connected, automated, and accessible — anywhere, anytime.

Tally Solutions

Simple visuals + a few lines—so anyone can understand the flow.

Mobile to Tally and back

Mobile ↔ Tally

  • Send entries from phone to Tally
  • Get invoices & status back on phone

two-way Tally integration, enabling data to move to and from Tally seamlessly — whether it’s from SMS, Browser Applications, Progressive Web Apps (PWAs), Native Mobile Apps, WhatsApp, Email, or APIs of third-party systems such as CRMs, ERPs, or Portals. You can push entries into Tally from your phone, web form, or another app — and pull invoices, ledgers, or reports back instantly, all in real time. We also support data exchange in multiple formats including Excel, CSV, JSON, XML, and database connectors, so your Tally data can integrate effortlessly with any platform. From simple automations to full-scale workflow bridges, our goal is to make your Tally ecosystem connected, automated, and accessible — anywhere, anytime.

Website or portal integrated with Tally

Website / Portal ↔ Tally

  • Online orders → Tally vouchers
  • Receipts / ledgers sync to portal

Connect your website or customer portal to auto-create sales, receipts, and update balances.

WhatsApp and SMS with Tally

WhatsApp / SMS ↔ Tally

  • Simple messages become entries
  • Auto acks & summaries back

Accept structured messages to post entries; send confirmations and reminders from Tally.

CRM or ERP connected to Tally

CRM / ERP ↔ Tally

  • Leads → Quotes → Invoices
  • Collections & ageing sync

Tightly integrate your CRM stages with Tally for invoicing, receipts, and ageing reports.

E-commerce store with Tally sync

E-commerce ↔ Tally

  • Orders → Sales / Stock update
  • GST & HSN mapped correctly

Sync orders, customers, inventory, and taxes from your store into Tally with proper mapping.

Tally with e-Invoice and e-Way Bill

e-Invoice / e-Way Bill

  • IRN & QR auto from Tally
  • Live status & error checks

Configure Tally for IRP; generate IRN/QR and e-Way Bills with validations and logs.

Tally branch sync and user roles

Branch Sync & Roles

  • Multi-location data flow
  • Approvals & access control

Role-based permissions, voucher approvals, and branch-wise sync. TallyPrime Server for scale.

Business Intelligence with Tally

Dashboards & BI

  • Sales, cashflow, ageing
  • Power BI / Tableau views

Crystal-clear dashboards from Tally—sales trends, receivables, margins, and cashflow.

Case Studies

Real outcomes from real deployments.

Manufacturing SME case study

Manufacturing SME

  • e-Invoice enabled, roles setup
  • Month-end closing faster by 40%

Migrated legacy data, enabled approvals & audit trail, and automated GST compliance.

D2C brand case study

D2C Brand

  • Store orders → Tally sales
  • Inventory & GST mapped

E-commerce integrated with Tally; reduced manual effort and stock mismatches.

Distributor case study

Multi-City Distributor

  • Branch sync + approvals
  • Collections improved 25%

Branch-wise data flow, ageing dashboards, and reminders boosted on-time collections.

Talk to Us About Tally

Frequently Asked Questions

Which Tally products do you provide in India?
We provide TallyPrime, TallyPrime Edit Log, and TallyPrime Server. We also handle TSS renewal, GST/e-Invoice/e-Way Bill setup, and integrations.
Can you help with GST e-Invoice and e-Way Bill in India?
Yes. We configure Tally for e-Invoice and e-Way Bill, integrate with the IRP, validate fields, and train your team to generate documents correctly from Tally.
Do you migrate data from older Tally versions or other software?
Absolutely. We migrate and clean historical masters and vouchers, reconcile opening balances, and verify GST ledgers so your books continue smoothly.
What support options are available in India?
We offer on-site and remote support, AMC, version upgrades, company-wise health checks, and short trainings for accountants and owners.
Do you implement multi-location sync and role-based access?
Yes. We set up branch-wise data sync, user roles and security, voucher approvals, and performance tuning (TallyPrime Server for larger teams).